Choose the Customer Hub icon at the top of Schedule.
On the schedule board, right-click on the appointment and choose View Customer Details or View Location Details.
In the Unscheduled Appointments section of Schedule, right-click an appointment and choose View Customer Details or View Location Details.

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Filtering and sorting data

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Group - To group the display by a column, select a column header and drag this to the area labeled Drag a column header to the group location to group the results by that column located to the top left of the columns.
Sort order - Select the column header to change the sort order. A small triangle points to indicate if the sorting is ascending (A-Z) or descending (Z-A). Hold the Shift key when selecting headers to sort against multiple columns simultaneously.
Filter - Select the lookup to choose a filter type (contains, does not contain, starts with, ends with, equals, does not equal) and enter the value in the field to the right of the lookup.
Column Order - Drag the column headers to the left or right to change the column order.
Scrolling - A horizontal scrollbar is hidden until you hover with your mouse at the bottom of the grid. When the horizontal scrollbar displays, you can drag the bar to view more columns. A vertical scrollbar is automatically displayed.

Buttons on this window

Button	Description

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Image Added	Find - For information on locating records in the Customer Hub using the Find icon, see Locating a record using Find.
Image Modified	Clear Filter - Choose to clear the current search results filters.
Image Modified	Refresh - Reloads the results from the database.
Image Modified	Export - Select to export all data or selected rows. This icon displays for the main Customer Hub list as well as some of the detail tabs (Open Appointments, Service Calls, Equipment, Contacts, Contracts, and Jobs)
Image Modified	Column Chooser - Choose display a list of available columns to display/hide. Mark to display the check box, unmark to hide.